Estate Planning Services in Marlton, NJ & Philadelphia, PA

Helping Families Protect Assets, Preserve Wealth, and Create a Meaningful Legacy

At Lex Wealth Management, we help individuals, families, retirees, and business owners develop estate planning strategies that align with their long-term financial goals and family priorities. Serving Marlton, New Jersey, Philadelphia, Pennsylvania, and surrounding communities, our team works closely with clients seeking to preserve wealth, provide for loved ones, and prepare for the efficient transfer of assets. Through personalized financial planning, we help ensure estate planning considerations are integrated into your broader wealth management strategy. 

Estate planning involves more than the distribution of assets. A comprehensive estate planning strategy may include beneficiary designation reviews, wealth transfer planning, trust and estate coordination, charitable giving considerations, tax-aware planning opportunities, and legacy planning objectives. By incorporating estate planning into a comprehensive financial plan, individuals and families can create a framework that reflects their values, financial goals, and wishes for future generations. 

As a family-led wealth management firm with more than 30 years of combined experience, Lex Wealth Management takes a relationship-focused approach to financial planning and wealth preservation. We work collaboratively with clients and, when appropriate, their legal and tax professionals to help coordinate estate planning strategies with retirement planning, investment management, and overall wealth management objectives. Our goal is to help clients make informed decisions with clarity and confidence while building a lasting legacy for the people and causes they care about most. 

Estate Planning FAQs

What is estate planning?

Estate planning is the process of organizing your financial affairs, assets, beneficiary designations, and legal documents to help ensure your wishes are carried out and your assets are distributed according to your intentions.

Why is estate planning important?

Estate planning can help individuals prepare for the transfer of assets, address healthcare and financial decision-making needs, and provide greater clarity for loved ones regarding personal and financial wishes.

Do I need an estate plan if I am not wealthy?

Estate planning may benefit individuals and families across a wide range of financial situations. It can help address issues such as beneficiary designations, guardianship considerations, healthcare directives, and the transfer of personal assets.

When should I start estate planning?

Many people begin estate planning after major life events such as marriage, having children, purchasing a home, building significant assets, starting a business, or approaching retirement. Estate plans should also be reviewed periodically as circumstances change.

What documents are commonly included in an estate plan?

Common estate planning documents may include a will, trust documents where appropriate, powers of attorney, healthcare directives, and updated beneficiary designations. Individual needs may vary based on personal circumstances.

What is the difference between a will and a trust?

A will outlines how assets may be distributed after death, while a trust is a legal arrangement that may provide additional control over how assets are managed and distributed. An estate planning attorney can help determine which tools may be appropriate for a particular situation.

How often should I review my estate plan?

Many individuals review their estate plans every few years or after significant life changes such as marriage, divorce, the birth of a child, retirement, relocation, or substantial changes in financial circumstances.

What role do beneficiary designations play in estate planning?

Beneficiary designations can directly impact how certain assets, such as retirement accounts and life insurance policies, are transferred. Regular reviews can help ensure designations remain consistent with overall estate planning goals.

Can estate planning help with wealth transfer and legacy goals?

Estate planning can provide a structured approach to transferring assets to family members, charities, or other beneficiaries while supporting personal, family, and philanthropic objectives.

How can a financial advisor help with estate planning?

A financial advisor can help coordinate estate planning considerations with retirement planning, investment management, tax-aware planning, and wealth management strategies as part of a comprehensive financial plan. Advisors often work alongside legal and tax professionals to support an integrated planning approach.

15 Wealth and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.